Vericrest Private Wealth’s Microsoft MSFT Stock Holding History

Vericrest Private Wealth’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$347K	Sell	931 -3,598	-79%	-$1.46M	0.31%	32
2026 Q1	$1.68M	Sell	4,529 -266	-6%	-$111K	1.5%	17
2025 Q4	$2.32M	Buy	+4,795	New	+$2.4M	2.06%	17
2022 Q2	$1.16M	Hold	4,504	–	–	1.42%	22
2022 Q1	$1.39M	Buy	4,504 +2	+0%	+$602	1.44%	23
2021 Q4	$1.51M	Buy	+4,502	New	+$1.46M	1.4%	24

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vericrest Private Wealth's MSFT Position: Q2 2026 in Review

Vericrest Private Wealth reduced its Microsoft (MSFT) stake by 79% in Q2 2026, selling an estimated $1.46M and leaving 931 shares worth $347K. The position accounts for 0.31% of the portfolio, ranked #32.

Vericrest Private Wealth first reported a position in MSFT in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.32M in Q4 2025. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Vericrest Private Wealth held 931 shares of Microsoft worth $347K as of Q2 2026.
Vericrest Private Wealth sold 3,598 Microsoft shares in Q2 2026, an estimated $1.46M.
Microsoft made up 0.31% of Vericrest Private Wealth's portfolio in Q2 2026, its #32 holding.
Vericrest Private Wealth first reported a position in Microsoft in Q4 2021 and has held it in 6 quarters since.
Vericrest Private Wealth's Microsoft position peaked at $2.32M in Q4 2025.
6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.